Original filing (PDF)20250225144841NAL0010575425001

ELBRIDGE STUART FOUNDATION

Name: ELBRIDGE STUART FOUNDATION — STUART FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: ELBRIDGE STUART FOUNDATION

Form 5500-SF

FILING_RECEIVED

STUART FOUNDATION 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELBRIDGE STUART FOUNDATION.

Plan sponsor

Name

ELBRIDGE STUART FOUNDATION

EIN

20-0882784

Address

500 WASHINGTON ST., 8TH FLOOR · SAN FRANCISCO, CA · 94111

Phone

(415) 393-1551

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

COMUNILIFE, INC.

COMUNILIFE, INC. RETIREMENT PLAN

$9.0M · 329 participants

GRAND CENTRAL PARTNERSHIP, INC.

GRAND CENTRAL PARTNERSHIP, INC. TAX SHELTERED ANNUITY PLAN

$9.0M · 109 participants

NATIONAL AUDUBON SOCIETY, INC.

NATIONAL AUDUBON SOCIETY CASH BALANCE PENSION PLAN

$9.0M · 55 participants

PHARMACY TECHNICIAN CERTIFICATION BOARD

PTCB 401(K) PENSION PLAN

$9.0M · 29 participants

ALLEGHENY COUNTY BAR ASSOCIATION

ACBA 401(K) PLAN